Market reports reveal that, in response to shifting market dynamics, TSMC's smartphone clients—excluding Apple—have revised their orders for 4nm wafers within the 5nm technology family. Concurrently, TSMC has made agile process adjustments, reallocating resources to high-demand nodes, notably the 3nm technology, to mitigate the strain of limited 3nm production capacity and address the backlog of customer orders, which now extend until 2028.
